High Net Worth Private Client Specialist

4 weeks ago


Essex, United Kingdom JMC Legal Recruitment Full time
About the Firm

We are a forward-thinking law firm on an exciting growth trajectory, aiming to double in size over the next five years. Our dynamic team is passionate about delivering exceptional service to our clients.

Job Description

You will be responsible for handling a high-quality caseload of private client matters, including wills, trusts, probate, and estate planning. You will have the opportunity to engage with a wide range of clients, from individuals and families to high-net-worth individuals.

Key Responsibilities
  • Managing a broad caseload of private client matters, including complex wills, probate, and estate planning.
  • Building strong relationships with clients to grow the department further.
  • Supporting and mentoring junior team members to foster a collaborative environment.
  • Contributing to business development and marketing initiatives to attract and retain clients.
Requirements
  • 3-6 years PQE in private client law, with experience managing a diverse caseload.
  • Strong technical knowledge in wills, trusts, probate, and inheritance tax planning.
  • A commercial mindset with the ability to identify and act on growth opportunities.
  • Excellent interpersonal and client care skills, with a proactive approach to relationship management.
Salary and Benefits
  • Estimated salary: £80,000 per annum (commensurate with experience).
  • Clear progression opportunities, including partnership prospects.
  • Flexible working options to suit your lifestyle.
  • Enhanced benefits package and generous annual leave allowance.


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